OUR MISSION

“Our mission is to make an impact, not only on the lives of those we meet with, but on the future generations that we will never meet.”

OUR VISION

“We believe that our efforts will stregthen families and build a better future.”

CORE VALUES

SERVICE

HONOR

RESPECT

TRUTH

WELCOME

Welcome to Baker Capital Management, a premier, full-service financial services firm located in Hoover, Alabama. We offer our clients concierge quality advisory and planning services customized for their individual needs and goals. Our approach is to centralize our clients’ diverse financial strategies and life-plans to provide a coordinated, efficient and effective roadmap for financial security.

THE PRINCIPAL

Joshua L. Baker is the Managing Director of Baker Capital Management, LLC, fulfilling a lifelong dream of opening his own business and serving his community. Josh has been in the financial services industry since 2004, which he entered after his graduation from UAB. He currently holds his CLTC and AIF®, while pursuing multiple further designations, always staying abreast of the everchanging policies and laws pertaining to insurance and investment planning. Josh has visited Capitol Hill numerous times, meeting with members of congress and their staffers, ever mindful of protecting his clients.

Baker Capital Management    •    5336 Stadium Trace Parkway Suite 100 Hoover, AL 35244    •    205-847-1422